RIA

Regal Investment Advisors Portfolio holdings

AUM $1.33B
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
993
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$3.23M
3
+$2.84M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.64M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.62M

Top Sells

1
+$12.9M
2
+$2.1M
3
+$1.69M
4
CPLA
Capella Education Company
CPLA
+$1.63M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.59M

Sector Composition

1 Healthcare 6.9%
2 Industrials 6.03%
3 Energy 5.68%
4 Technology 5.59%
5 Consumer Discretionary 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$90K 0.04%
841
+229
277
$89K 0.04%
5,186
278
$89K 0.04%
3,576
+682
279
$88K 0.04%
+11,915
280
$87K 0.04%
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-55
281
$85K 0.04%
1,637
+704
282
$84K 0.04%
+2,150
283
$84K 0.04%
1,689
-24,389
284
$83K 0.04%
1,311
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285
$83K 0.04%
1,148
-16,753
286
$83K 0.04%
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287
$83K 0.04%
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288
$81K 0.03%
1,000
+500
289
$81K 0.03%
2,000
290
$80K 0.03%
1,800
291
$80K 0.03%
1,841
+1,191
292
$79K 0.03%
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293
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294
$76K 0.03%
1,836
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295
$76K 0.03%
6,695
296
$76K 0.03%
1,521
-61
297
$75K 0.03%
+1,500
298
$75K 0.03%
1,767
-276
299
$75K 0.03%
4,703
+3,102
300
$74K 0.03%
6,888
+1,316
10 11
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